Articles by Dale Richter

Query Builder II – Layout, Sorting and Defaults [Video]

This SalesLogix Training webinar will show the user how to change the layout of a group. Also, how to sort by more than one field. The last tab, defaults will allow the user to create groups without duplicate records. Part 2 of 3 webinars showing other features of Query Builder Link: http://www.youtube.com/watch?v=OGztVLNQKHw Watch video below:

SalesLogix Import Wizard

Good Morning Everyone, I had a question this morning about the SalesLogix import wizard. OR …should I say, does it exist? I have been working with SalesLogix for a long time and I often forget that some users are new to the product. The import wizard that is available to SalesLogix users is located in […]

SalesLogix Activity Alarms

I am a professional organizer and I client of mine uses SalesLogix to manage customer service, sales calls, and appointments. He is frustrated with the calendar feature in that all appointments in his calendar generate a task reminder unless he remembers to go into the calendar and manually mark the appointment as complete. Is there a way around this?

SalesLogix List View

This question was posted by one of my customers.  You know how in Microsoft Excel there is a gray column along the left side that is a line count of the rows? Is there a way to show such a column in the Contact-Groups list view?Answer- No, there is not a numbering sequence that you […]

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